The Minutes of Bill Gurley on defensibility https://minutesof.com/bill-gurley/on/defensibility/ Everything Bill Gurley has said on defensibility: 2 verbatim quotes from April 2026, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:09:43 +0000 Gurley argues software requiring deterministic data like financial ledgers is safer from AI disruption than tr https://minutesof.com/q/23a969a2-5061-4d6e-8304-9cb4a8df86ed/ https://minutesof.com/q/23a969a2-5061-4d6e-8304-9cb4a8df86ed/ “It needs to be quite deterministic, and so I think the software that's safer is one where there's a need for deterministic data,” — Forbes Tue, 21 Apr 2026 23:11:11 +0000 defensibility Gurley argues software with deterministic data needs is safer from AI disruption than pure workflow software. https://minutesof.com/q/d65906ec-924a-4ea3-8062-8b32e7af5c87/ https://minutesof.com/q/d65906ec-924a-4ea3-8062-8b32e7af5c87/ “I think the software that's safer is one where there's a need for deterministic data, and then you can use that data to reinforce whatever the AI model is, but other people are talking about this.” — Forbes Tue, 21 Apr 2026 23:11:11 +0000 defensibility